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Williams Jones & Associates, LLC
       
 
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Williams Jones & Associates, LLC
 
 
Overview: 

We provide customized investment management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers.

We manage each portfolio separately according to a client's unique investment objectives.  A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts.

Our team of portfolio managers average 34 years of experience and works directly with each client to determine their investment goals and objectives.

We utilize sophisticated portfolio management, research, trading and client reporting systems.

The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.

Philosophy

The Firm's investment approach focuses on long-term growth of client capital through proper asset allocation, a blended growth and value equity style and active fixed income management.

   Each market sector - equities, fixed income and hedge funds - challenges the others to produce high quality risk-adjusted return on total capital. Under one roof, around our partners' table, we continually assess the allocation of client investment capital based upon what we believe are the probabilities of various economic and market scenarios.
   Typically, this process leads to modest adjustments in equity market sector weightings and/or fixed income portfolio duration. However, the process has also led to significant changes in weightings in asset classes. During the 2000-2002 period, our disciplines led us to reallocate substantial client capital away from stocks, to bonds and hedge funds. In 2008, we again reallocated a significant portion of client assets from stocks to cash and bonds. These moves had the effect of preserving total capital value.
   In our Firm's many years of managing investments for individuals and institutions, we have come to appreciate that our clients' primary objective is a reasonable and consistent growth of their total investment capital.
History: 

Williams Jones was established in 1988 as a privately-owned, independent, SEC registered investment advisory firm.
Asset Under Management: 

The Firm currently manages over $5.0 billion in client assets.


 
 
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